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Arcelor juli 2025

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  1. lefreaks 1 juli 2025 06:36
    Normaal gesproken kabbelt de koers zijwaarts verder in de zomermaanden en met deze hitte zal er ook weinig enthousiasme zijn om er eens flink tegenaan te gaan.
    De omzetten zijn zeer laag en dat zegt natuurlijk ook veel.
    Maar wie weet worden er in juli veel handelsafspraken gemaakt met de USA, zoals met de Europese Unie, waardoor de koers toch nog in beweging komt.
    Veel succes allen met zowel koers als hitte...
  2. SteelFollower 1 juli 2025 15:51
    quote:

    mvliex 1 schreef op 1 juli 2025 15:31:

    Na het maandenlange 'gefrut' tussen de 20 en 24 nu weer een tijdje zijwaarts tussen de 26 en 28?
    Lijkt erop doch verdere daling in aanloop naar hervatting besprekingen importtarieven ligt op de loer om vervolgens bij goed nieuws weer op te veren….. ben te vroeg ingestapt naar het schijnt….
  3. Judge 1 juli 2025 16:53
    Instappen, had er beter weer uit geweest. Is echt een pingpong aandeel, helemaal niet stabiel!!!
  4. SteelFollower 1 juli 2025 16:57
    Kijk naar koershistorie van afgelopen jaren, juli is bij uitstek een slechte maand. Alleen de oranje wortel uit US en de kwartaal cijfers eind van de maand kan er nog schwung in brengen naar boven, maar dat is niet de verwachting.... hoop is dat EU en US tot een deal komen, dan kan het nog boven de 27 uitkomen... anders vrees ik een slechte maand.
  5. forum rang 7 mvliex 1 1 juli 2025 17:08
    quote:

    Judge schreef op 1 juli 2025 16:53:

    Instappen, had er beter weer uit geweest. Is echt een pingpong aandeel, helemaal niet stabiel!!!
    Gelukkig niet. Ieder nadeel heeft zijn voordeel!
  6. forum rang 4 03har 1 juli 2025 18:40
    The highest electricity price in Europe may shut down ArcelorMittal Kryvyi Rih

    1 July 2025: Vadim Kolisnichenko
    Without market prices for energy resources, the company will be on the verge of closure, and tens of thousands of people will be out of work

    ArcelorMittal Kryvyi Rih, Ukraine’s largest steel mill, is at risk of closing due to the extremely high cost of electricity. This warning came from the company’s financial director, Pavlo Zadorozhny. According to him, the company has been forced to operate at a loss for the fourth consecutive year, and support from the parent company cannot be endless.

    The situation worsened in 2024-2025, when another problem was added to the military challenges: the cost of energy. In May, the price of electricity for ArcelorMittal Kryvyi Rih exceeded €94 per MWh, which is the highest in Europe. For comparison, in France, where nuclear power also dominates, the cost of electricity was around €20.

    The main reasons for this are Energoatom’s monopoly position and restrictions on imports of cheaper electricity imposed by Ukrenergo. As a result, there is no competitive energy market in Ukraine, and consumers are unable to reduce their costs.

    “We cannot pass on the additional costs to consumers because the market dictates its prices. If nothing changes, we will not be able to survive,” warns Zadorozhny.
    In November 2024, ArcelorMittal already shut down one of its blast furnaces due to electricity prices. The plant is currently operating at full capacity, but its future is in question. The consequences of a possible shutdown are enormous: 18,000 jobs, social stability in Kryvyi Rih, and more than a billion dollars in foreign exchange earnings each year will be at risk.

    The CFO of ArcelorMittal Kryvyi Rih is calling on the government to intervene by creating a competitive energy market, unblocking electricity imports, and strengthening control over market pricing. Otherwise, the company, which has been a pillar of the economy for decades, may shut down.

    According to GMK Center, electricity prices have become one of the main barriers to the operation of the metallurgical industry in Ukraine. After massive attacks by the Russian Federation, the Ukrainian energy system lost about 10 GW of capacity, which led to a sharp increase in dependence on expensive imports. At the same time, in most EU countries, where industry support programs are in place, electricity is significantly cheaper: 93% of steel in the EU is produced in countries with lower tariffs than in Ukraine. This seriously undermines the competitiveness of Ukrainian metallurgists, especially iron ore concentrate producers, for whom electricity accounts for up to 60% of the cost of production.
  7. forum rang 10 voda 1 juli 2025 22:26
    Beursupdate: AEX op Wall Street
    01-jul-2025 22:12

    Licht hoger.

    (ABM FN-Dow Jones) Op Wall Street zijn dinsdag vijf van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten.

    Aegon (+0,1%)
    ArcelorMittal (+0,5%)
    ASML (+0,3%)
    ING Groep (+0,1%)
    Philips (-0,2%)
    RELX (0,0%)
    Royal Dutch Shell (+0,1%)
    Unilever (-0,1%)

    Euro/dollar: 1,1793

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 909,19 punten, zijn geëindigd op 909,75 punten.
  8. SteelFollower 2 juli 2025 07:19
    quote:

    voda schreef op 2 juli 2025 06:45:

    Morgan Stanley herhaalt het koopadvies voor ArcelorMittal
    woensdag 2 juli 2025 - 06:15u

    Het koersdoel wordt verlaagd van € 29,70 naar € 29,40. Het verwachte rendement is +9,42%.

    www.guruwatch.nl/advies/180657/Arcelo...
    Eigenlijk +11,5% want er wordt gerekend vanaf een hogere startkoers dan nu (26,87 vs 26,36)….
  9. forum rang 7 mvliex 1 2 juli 2025 12:24
    "
    ASML is weer het populairste aandeel voor de komende maand. "Dat is zeker niet de eerste keer", merkte Van Zeijl op.

    Sectorgenoot Besi en bierbrouwer Heineken staan ook in de top 3.

    Bij de floppers staat Randstad boven aan. "De experts denken dat de slechte economie impact op de winstgevendheid gaat hebben."

    Na de uitzender volgen Philips, ArcelorMittal en ABN AMRO. De bank is dit jaar nog de grootste stijger van de AEX, merkte Van Zeijl op.
    "

    www.iex.nl/Nieuws/824842/Beursblik-ex...
  10. forum rang 4 03har 2 juli 2025 15:18
    EU steel quotas reflect shifting trade dynamics after US tariffs

    Wednesday, 02 July 2025 15:00:43 (GMT+3)   |   Istanbul

    On the first day of the new EU quota period from July 1 to September 30, some of the import quotas for certain steel products such as HRC, CRC, metallic coated sheets, organic coated sheets and tin mill products, allocated for certain countries like Taiwan, Turkey, Vietnam and China have already been exceeded with products waiting for customs clearance, while over 60 percent of quotas for some steel products have been used up. Some import quotas for certain steel products have been used rapidly, while the usage of some quotas has declined compared to the beginning of the previous quota period from April 1 to June 30.
    The exceeded quotas can be seen in the table below.
    Product Country Amount (mt) Awaiting (mt) Used (%)
    HRC (1A) Taiwan (under other countries) 112,716 128,722 114.2
    CRC Turkey (under other countries) 43,989 47,928 108.95
    Metallic coated sheets (4A) Vietnam (under other countries) 119,428 152,277 127.51
    Metallic coated sheets (4B) China 129,758 152,655 117.65
    Vietnam (under other countries) 21,207 30,702 144.77
    Organic coated sheets Vietnam (under other countries) 10,843 59,738 550.94
    Tin mill products Turkey (under other countries) 7,510 15,409 205.18
    Stainless hot rolled quarto plates China 4,974 5,214 104.83
    Stainless bars and light sections China 1,302 1,747 134.18
    Wire rod Algeria (under other countries) 15,255 31,410 205.9
    Angles and sections Turkey (under other countries) 10,243 10,503 102.54
    In addition, SteelOrbis sees both upward and downward trends in quota usage in the current period compared to the previous quarter. South Korea has used up 70.55 percent of its 163,077 mt HRC (1A) quota, although the country had used up only 44.73 percent of the quota in question at the beginning of the previous quota period. India has used up 64.44 percent and 61.64 percent of its 54,279 mt metallic coated sheet (4A) and 79,534 mt organic coated sheet quotas, respectively, while the country’s usage of the given quotas was at 122.72 percent and 83.53 percent, respectively, at the beginning of the previous quota period. Meanwhile, India has used up 93.91 percent of its 32,114 mt of stainless bars and light sections quota. SteelOrbis assumes that changes in quota usages reflect certain market developments such as trade diversion resulting from the recently introduced US tariffs, lower flat steel prices in the EU domestic market and consequent weak demand for import products.
    Furthermore, Algeria has used up 75.44 percent of its 27,898 mt rebar quota, while 99.96 percent of the 15,255 mt wire rod quota allocated for Malaysia under other countries has been used up. 5,626 mt of the hollow section quota allocated for China has been used more rapidly at a rate of 94.21 percent, compared to 31.16 percent at the beginning of the previous period.
  11. forum rang 10 voda 2 juli 2025 22:40
    Beursupdate: AEX op Wall Street
    02-jul-2025 22:18

    Shell sterkste stijger.

    (ABM FN-Dow Jones) Op Wall Street zijn woensdag vier van de acht AEX-genoteerde fondsen ten opzichte van het slot in Amsterdam hoger gesloten. Shell was met een winst van 0,8 procent de sterkste stijger. Philips en Aegon sloten elk 0,1 procent lager. ASML en ING sloten vlak.

    Aegon (-0,1%)
    ArcelorMittal (+0,4%)
    ASML (0,0%)
    ING Groep (0,0%)
    Philips (-0,1%)
    RELX (+0,1%)
    Shell (+0,8%)
    Unilever (+0,1%)

    Euro/dollar: 1,1800

    Op basis van de bovenstaande koersuitslagen zou de AEX index, die sloot op 910,52 punten, zijn geëindigd op 911,92 punten.
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Aalberts 466 7.672
AB InBev 2 5.614
Abionyx Pharma 2 29
Ablynx 43 13.357
ABN AMRO 1.582 54.665
ABO-Group 1 27
Acacia Pharma 9 24.692
Accell Group 151 4.132
Accentis 2 267
Accsys Technologies 23 12.132
ACCSYS TECHNOLOGIES PLC 218 11.686
Ackermans & van Haaren 1 203
Adecco 1 1
ADMA Biologics 1 34
Adomos 1 126
AdUX 2 457
Adyen 14 18.477
Aedifica 3 1.032
Aegon 3.258 324.227
AFC Ajax 538 7.131
Affimed NV 2 6.358
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Agfa-Gevaert 14 2.110
Ahold 3.541 74.529
Air France - KLM 1.025 35.879
AIRBUS 1 13
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.226
Alfen 17 28.907
Allfunds Group 4 1.704
Almunda Professionals (vh Novisource) 651 4.279
Alpha Pro Tech 1 17
Alphabet Inc. 1 466
Altice 106 51.198
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AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.856 250.839
AMG 972 139.013
AMS 3 73
Amsterdam Commodities 306 6.898
AMT Holding 199 7.047
Anavex Life Sciences Corp 2 559
Antonov 22.632 153.607
Aperam 92 15.584
Apollo Alternative Assets 1 17
Apple 5 408
Arcadis 253 9.387
Arcelor Mittal 2.042 322.057
Archos 1 1
Arcona Property Fund 1 304
arGEN-X 17 11.461
Aroundtown SA 1 251
Arrowhead Research 5 9.854
Ascencio 1 38
ASIT biotech 2 697
ASMI 4.108 40.699
ASML 1.768 127.094
ASR Nederland 21 4.599
ATAI Life Sciences 1 7
Atenor Group 1 549
Athlon Group 121 176
Atos 3 3.114
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 34 17.283
Axsome Therapeutics 1 177
Azelis Group 2 140
Azerion 7 3.779